WP

WealthShield Partners Portfolio holdings

AUM $882M
1-Year Est. Return 16.21%
This Quarter Est. Return
1 Year Est. Return
+16.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$776M
AUM Growth
+$70.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
552
New
Increased
Reduced
Closed

Top Buys

1
+$5.91M
2
+$4.27M
3
+$4.05M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.43M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$3.31M

Top Sells

1
+$3.55M
2
+$2.33M
3
+$1.59M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$1.39M
5
LMT icon
Lockheed Martin
LMT
+$1.38M

Sector Composition

1 Technology 11.15%
2 Financials 5.19%
3 Communication Services 3.19%
4 Consumer Discretionary 3.16%
5 Industrials 3.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.27M 0.55%
+58,636
52
$4.25M 0.55%
16,009
+711
53
$3.88M 0.5%
70,394
-18,931
54
$3.86M 0.5%
52,548
+1,795
55
$3.84M 0.49%
27,373
+576
56
$3.82M 0.49%
20,037
+9,908
57
$3.74M 0.48%
30,688
+3,818
58
$3.73M 0.48%
29,332
+6,721
59
$3.71M 0.48%
39,569
-2,824
60
$3.55M 0.46%
9,827
+300
61
$3.47M 0.45%
76,500
+1,876
62
$3.38M 0.43%
32,563
+18,168
63
$3.34M 0.43%
47,100
+5,819
64
$3.32M 0.43%
3,511
-667
65
$3.32M 0.43%
16,404
+1,695
66
$3.31M 0.42%
36,678
+16,447
67
$3.26M 0.42%
29,421
+168
68
$3.15M 0.4%
19,622
+1,196
69
$3.13M 0.4%
18,720
+2,304
70
$3.09M 0.4%
25,373
+5,837
71
$3.08M 0.4%
16,527
+570
72
$3.04M 0.39%
60,580
+11,289
73
$3.04M 0.39%
110,099
+68
74
$3M 0.38%
32,942
-4,949
75
$2.88M 0.37%
10,616
+8,372
1 2
3
4 5